HNW Client Advisor

4 days ago


Stockport, Stockport, United Kingdom Ferguson Dean Full time
Job Description

As a Portfolio Manager at Ferguson Dean, your primary focus will be on providing bespoke financial planning solutions to HNW clients across the Cheshire region. You will work closely with a Senior Adviser to manage client relationships, provide regular updates, and assume full responsibility for the portfolio once qualified.

In addition to your technical skills and knowledge, you must possess excellent interpersonal skills, with the ability to communicate complex financial concepts in a clear and concise manner.

The successful candidate will have access to a comprehensive training program, designed to equip them with the skills and expertise required to excel in this role.



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